Trends Report

The Race To Zero Fees In Investment Management

Investment Management Firms Need To Differentiate Beyond Price To Win And Retain Investors

March 6th, 2019
Vijay Raghavan, Senior Analyst
Vijay Raghavan Senior Analyst
With contributors:
Benjamin Ensor , Piers Conway , Sam Bartlett

Summary

Investing in stocks has never been cheaper for US investors: Startups such as Robinhood and incumbents like Fidelity and J.P. Morgan are shaking up investing by offering stock and mutual-fund trades with zero commissions. As fees hit zero, investment management firms are evaluating and evolving their business models to remain relevant and attract customers. This report gives digital business strategy professionals advice on how to evaluate these disruptive price models and deal with the expectation of zero fees.

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